-13.5%
KHC vs IQV
+19.8%
-33.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -4.8% | -2.6% | -2.2% | -4.5% |
| 30D | +0.3% | +6.2% | -5.9% | -0.6% |
| 3M | +6.7% | +38.0% | -31.3% | +1.9% |
| 6M | +4.2% | +43.9% | -39.8% | -1.3% |
| YTD | +6.7% | +14.0% | -7.3% | +3.9% |
| 1Y | -1.4% | +35.5% | -36.9% | -7.1% |
| All | -13.5% | +19.8% | -33.4% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling